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Tompkins Financial’s Westwood Holdings Group WHG Stock Holding History

Tompkins Financial’s Portfolio WHG Stock Details WHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-55
Closed -$3K – 495
2016
Q2 		$3K Buy
+55
New +$3.14K ﹤0.01% 485

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RA
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CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Tompkins Financial's WHG Position: Q3 2016 in Review

Tompkins Financial sold out of Westwood Holdings Group (WHG) in Q3 2016, closing a stake of 55 shares — an estimated $3K sold.

Tompkins Financial first reported a position in WHG in Q2 2016 and held it in 1 quarter. The position peaked at $3K in Q2 2016. 78 funds tracked by Wall St. Rank hold WHG as of Q3 2016.

  • Tompkins Financial reported no remaining Westwood Holdings Group position as of Q3 2016 after selling out during the quarter.
  • Tompkins Financial sold 55 Westwood Holdings Group shares in Q3 2016, an estimated $3K.
  • Tompkins Financial first reported a position in Westwood Holdings Group in Q2 2016 and held it in 1 quarter.
  • Tompkins Financial's Westwood Holdings Group position peaked at $3K in Q2 2016.
  • 78 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q3 2016.

Based on Tompkins Financial's 13F filing for Q3 2016, filed 13 Oct 2016.